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Rick Muller

Skye Global Management Lp

Assets Managed
$5.005B
Holdings
47
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-7.67%(2Q avg: 0.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Skye Global Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Skye Global Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.005B in assets, with a quarterly growth rate of -7.67% and a 2-quarter average growth rate of 0.41%. The portfolio is managed by Rick Muller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 8.65%
40.59%
$2.031B
9.752M shares@ $208.27 avg price
GE
General Electric
Recent Activity
Decreased -4.6%
6.82%
$341.092M
1.202M shares@ $283.77 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 69.04%
5.74%
$287.128M
950,000 shares@ $302.24 avg price
ur-4⤦
State Str Spdr S&p 500 Etf T
Recent Activity
Increased 24.19%
5.19%
$259.486M↑ Call
399,000 shares@ $650.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.04%
4.6%
$230.172M
621,800 shares@ $370.17 avg price
SPGI
S&p Global Inc
Recent Activity
Increased 20.51%
4.48%
$223.729M
526,000 shares@ $425.34 avg price
MCO
Moody's Corp
Recent Activity
Increased 6.21%
3.21%
$160.54M
368,000 shares@ $436.25 avg price
MLM
Martin Marietta Materials
Recent Activity
Decreased -2.18%
3.16%
$157.766M
268,000 shares@ $588.68 avg price
WCN
Waste Connections Inc
Recent Activity
Increased 4.49%
3.03%
$151.394M
932,000 shares@ $162.44 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -1.66%
2.74%
$136.757M
118,000 shares@ $1158.96 avg price

1-10 of 47